Kelly Financial Services’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Kelly Financial Services’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-55	Closed	-$632	–	641
2024 Q2	$632	Hold	55	–	–	﹤0.01%	690
2024 Q1	$559	Hold	55	–	–	﹤0.01%	714
2023 Q4	$560	Hold	55	–	–	﹤0.01%	692
2023 Q3	$471	Hold	55	–	–	﹤0.01%	686
2023 Q2	$531	Hold	55	–	–	﹤0.01%	651
2023 Q1	$630	Hold	55	–	–	﹤0.01%	618
2022 Q4	$578	Hold	55	–	–	﹤0.01%	597
2022 Q3	$491	Hold	55	–	–	﹤0.01%	613
2022 Q2	$543	Hold	55	–	–	﹤0.01%	601
2022 Q1	$782	Hold	55	–	–	﹤0.01%	583
2021 Q4	$710	Hold	55	–	–	﹤0.01%	603
2021 Q3	$678	Sell	55 -790	-93%	-$11K	﹤0.01%	583
2021 Q2	$55K	Buy	845 +790	+1,436%	+$13.1K	﹤0.01%	449
2021 Q1	$812	Hold	55	–	–	﹤0.01%	559
2020 Q4	$941	Hold	55	–	–	﹤0.01%	521
2020 Q3	$857	Hold	55	–	–	﹤0.01%	500
2020 Q2	$736	Hold	55	–	–	﹤0.01%	518
2020 Q1	$420	Hold	55	–	–	﹤0.01%	508
2019 Q4	$618	Hold	55	–	–	﹤0.01%	497
2019 Q3	$532	Hold	55	–	–	﹤0.01%	480
2019 Q2	$510	Buy	+55	New	+$465	﹤0.01%	445

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Kelly Financial Services's SLVP Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2024, closing a stake of 55 shares — an estimated $632 sold.

Kelly Financial Services first reported a position in SLVP in Q2 2019 and held it in 21 quarters. The position peaked at $55K in Q2 2021. 54 funds tracked by Wall St. Rank hold SLVP as of Q3 2024.

Kelly Financial Services reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 55 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2024, an estimated $632.
Kelly Financial Services first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2019 and held it in 21 quarters.
Kelly Financial Services's iShares MSCI Global Silver and Metals Miners ETF position peaked at $55K in Q2 2021.
54 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.